Investment Q&A

• Birchcliff Energy Ltd. (BIR)
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Q: Any specific reason why Birchcliff is down over 12% today, substantially more than its peers? Would note that Scotiabank provided a fairly positive report today on the company’s current status and 5-year operational plan. Thanks.

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Read Answer Asked by Thomas on January 23, 2020

• Apple Inc. (AAPL)
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• Costco Wholesale Corporation (COST)
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• Microsoft Corporation (MSFT)
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• Starbucks Corporation (SBUX)
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Q: I have some USD to deploy to 2 stocks for a long term hold. Which stocks would you purchase today, Appl or MSFT for tech and Cost or SBUX.
Thanks
Nancy

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Read Answer Asked by Nancy on January 23, 2020

• Boyd Group Services Inc. (BYD)
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Q: I have held BYD for years and for most of that time its share price has moved up on a consistent basis. However now almost every day its share price goes down. Are you aware of any reason for this downturn? Would selling be wise? There are lots of good alternatives to Boyd.

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Read Answer Asked by Peter on January 23, 2020

• FirstService Corporation (FSV)
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• ECN Capital Corp. (ECN)
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Q: How do these companies compare and which would you prefer for a long term investment. I am not familiar with either fsv or ecn.
Thanks for this and all the valuable advice.

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Read Answer Asked by Ron on January 23, 2020

• Ballard Power Systems Inc. (BLDP)
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Q: What is your take on this company moving foward. Do you see potential growth this year

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Read Answer Asked by wilson on January 23, 2020

• BSR Real Estate Investment Trust Trust Units (HOM.U)
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Q: Morning folks:
What is your opinion on this reit? Would u buy at the present level for a long term hold
Thx
Mark

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Read Answer Asked by Mark on January 23, 2020

• Pivot Technology Solutions Inc. (PTG)
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Q: Have held for about a year now and up nicely so far, need your analysis on dividend safety growth prospects and tailwinds on the horizon? Echelon has it as a top 20 for 2020 with a $3.30 PT. What are your views please.
Thanx Gary

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Read Answer Asked by Gary on January 23, 2020

• Brookfield Property Partners L.P. (BPY.UN)
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Q: Any thoughts on why the recent surge of trading volume at BPY? Where does such a volume increase come from? Why now?

Thanks

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Read Answer Asked by alex on January 23, 2020

• Bank of Nova Scotia (The) (BNS)
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• BCE Inc. (BCE)
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• Brookfield Renewable Partners L.P. (BEP.UN)
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• A&W Revenue Royalties Income Fund (AW.UN)
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• Hydro One Limited (H)
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Q: I would like to pick a few names from your income portfolio for my child’s RESP. She is 13 years now, so, I don’t have the safety of very long term hold. Can you short list the top 5 that pose minimum risk of value and dividend decline in that time frame?

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Read Answer Asked by Mahdi on January 23, 2020

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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Q: Your thoughts on ADW.A as it slips downward even further today. Why such disfavor in the market place? A good point to buy with a loner time frame? With thanks, gary

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Read Answer Asked by Gary on January 23, 2020

• WSP Global Inc. (WSP)
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• Altus Group Limited (AIF)
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Q: With Altus separating the losing Geomatics from the company this should help the bottom line I assume.Jim

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Read Answer Asked by jim on January 23, 2020

• Atlantic Power Corporation (ATP)
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Q: I have held this former income stock in my RSP for many years waiting for a recovery. Seems they have made minor progress in debt reduction. I am 15% underwater since inception.
Time to dump this apparently dead money?

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Read Answer Asked by Jean on January 23, 2020

• Dollarama Inc. (DOL)
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• Premium Brands Holdings Corporation (PBH)
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• Savaria Corporation (SIS)
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Q: Have to raise cash - the above are my poorest performers (SIS is negative). Have to sell 1 & 1/2 positions. What do you suggest I sell.
Thanks for all the great performers you have named.
Bill

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Read Answer Asked by Bill on January 23, 2020

• Brookfield Renewable Partners L.P. (BEP.UN)
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Q: Does BEP-UN require CRA form 1135 to be filled out?

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Read Answer Asked by Ed on January 23, 2020

• NFI Group Inc. (NFI)
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Q: your latest report shows a 12% inside positn but Bloomberg shows only 2.7% which is correct? Thx

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Read Answer Asked by blake on January 23, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Are the EPS estimates on the 5i company profile pages accurate? I noticed a significant difference between the SHOP EPS estimates provided in answers and the EPS estimates on the 5i company profile page for SHOP.

Here's the example:
Question Asked by Kerri on January 22, 2020
5I RESEARCH ANSWER:
SHOP Feb 12; $0.24 EPS; $481M revenue.

I'm guessing this is the estimate for QTR1 (12/19)

5i Company profile page for SHOP
Current Estimate
QTR1 (12/19) -0.21,
QTR2 (03/20) -0.30
FY1 (12/19) -1.24

Why so different?

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Read Answer Asked by Robert on January 23, 2020

• Constellation Software Inc. (CSU)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: I will admit to being mildly nervous about SHOPs rate of growth over the past couple of months. I'm now more than 300% over my PP. As it recently broke through $500 CAD/share ... and now, $600 CAD/share ... I'm feeling pressured to keep trimming to 5% of my portfolio. Is this merely an analogue of the CSU "story" (whose stock price, incidentally, appears to be moving into "new territory")? I'm curious to know your thoughts about these developments. Thanks.

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Read Answer Asked by RANDALL on January 23, 2020

• Chico's FAS Inc. (CHS)
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Q: Watching them for a few months now and would appreciate your analysis of this specialty retailer. Do you see the dividend as safe and do you think there are sufficient tailwinds to keep them on an upward climb?
Thanx gary

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Read Answer Asked by Gary on January 23, 2020

• Enthusiast Gaming Holdings Inc. (EGLX)
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Q: EGLX is moving to the TSX is this worth conidering as a medium term investment

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Read Answer Asked by Paul on January 23, 2020

• Nutrien Ltd. (NTR)
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Q: What do you think of Nutrien here, is it a buy?

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Read Answer Asked by joe on January 23, 2020